MyRepChat Integrates With Riskalyze for Easy Two-Way Conversations About Risk Between Financial Advisors and Clients

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MyRepChat

Oct 24, 2018, 08:45 ET

CRYSTAL, Minn., Oct. 24, 2018 /PRNewswire/ -- Riskalyze is widely recognized as a leader in the financial services industry for helping Financial Advisors have conversations about risk with their clients. MyRepChat, a communication platform enabling Financial Advisors to communicate compliantly via text messaging, has integrated with Riskalyze to bring the best of both worlds together.

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Riskalyze

Derrick Girard, the creator of MyRepChat and a Financial Advisor himself says, "We have to continue to find ways to make it easier for two-way communication. Emails have roughly a 20% open rate and text message open rates are about 99%. Knowing that the assessment has been received is crucial and even better, having their results right at my fingertips within MyRepChat makes it easier to have real time discussions with clients when volatility and fear find their way in to the conversation."

  • With MyRepChat, Riskalyze users will now be able to:
  • Text out a simple or complex risk questionnaire
  • Track when a questionnaire has been completed
  • View the questionnaires taken, including date sent and taken
  • View their risk score within MyRepChat

MyRepChat is dedicated to creating and providing the best solution for the financial services industry, and the best way to do that is to first understand how people communicate. Derrick says, "I could have used one of the other tools out on the market today before creating MyRepChat, but none of them were designed with an advisor in mind. MyRepChat is a communication tool that not only solves the texting problem, but hopefully improves the relationship and experience between the client and the advisor."

The best part of the Riskalyze integration is just like the CRM integrations built in to MyRepChat, there is no extra cost to use it.

To learn more, contact MyRepChat at 844.402.2428 or visit www.ionlake.com/myrepchat

Media Contact:

Derrick Girard

[email protected]

612-205-5280

SOURCE MyRepChat